See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,008 | $76,407+28.3% | $150,298-34.8% | $82,448+18.9% |
| Participation rate | 69.4% | 66.4%+3.0pp | 77.8%-8.3pp | 68.1%+1.4pp |
| Annual return | 19.45% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,388 | $2,614-8.6% | $4,154-42.5% | $2,551-6.4% |
| Participant deferral / active EE | $5,288 | $3,214+64.5% | $5,453-3.0% | $4,139+27.8% |
| Admin fee / account holder | $1,410 | $6,352-77.8% | $14,116-90.0% | $7,234-80.5% |